AVICHM(600765) 证券之星·2025-04-02 00:06Group 1: Maiwei Biotech - Maiwei Biotech has made significant progress in its ADC and TCE innovation platforms for cancer treatment, including the development of the new generation camptothecin toxin MF6 and drugs targeting AML and rrMM [1] - The company collaborates with Insilico Medicine to enhance ADC research efficiency using AI technology, aiming to discover new targets and improve the druggability of large molecules [1] - MW19, the first anti-ST2 monoclonal antibody to enter clinical research in China, has shown preliminary efficacy in COPD patients, with plans to expand its market presence and increase commercial sales revenue [1] Group 2: AVIC Heavy Machinery - AVIC Heavy Machinery's credit impairment in 2024 is primarily due to historical price adjustments in the engine sector, which will be fully absorbed in 2024 and will not significantly impact future performance [2] - The company targets a revenue of 11.5 billion yuan and a profit of 1.3 billion yuan for 2025, with stable demand and normal production in the first quarter [2] - The integration of Anji Company is expected to strengthen AVIC Heavy Machinery's leading position and core competitiveness in the aviation forging sector [2] Group 3: Semir Apparel - Semir Apparel achieved a total revenue of 14.626 billion yuan in 2024, a year-on-year increase of 7.06%, with a net profit of 1.137 billion yuan, up 1.42% [3] - Children's apparel accounted for 70.21% of revenue, growing by 9.55%, while online sales reached 6.672 billion yuan, increasing by 7.14% [3] - The company plans to distribute a cash dividend of 3.50 yuan per 10 shares, totaling 943 million yuan, which represents 82.9% of its net profit [3]